Cheap Tobacco 401(K) Retirement Plan — Form 5500 plan (Compton Point, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cheap Tobacco 401(K) Retirement Plan is a benefit plan reported by Compton Point, Inc. under EIN 31-1334285 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $1,818,427 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Compton Point, Inc.
EIN
31-1334285
Plan number
001
Plan type
3
Location
Cincinatti, OH
Latest filing year
2023
Participants
174
End-of-year plan assets
$1,818,427

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20241010111315NAL0011406067001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,818,427
Total liabilities (EOY)
$0
Net assets (EOY)
$1,818,427
Net assets (BOY)
$1,614,976

Income & contributions

Employer contributions
$123,774
Participant contributions
$167,523
Total contributions
$291,297
Total income / additions
$601,000

Expenses & distributions

Benefits paid
$364,863
Administrative expenses
$21,632
Total expenses
$397,549
Net increase / (decrease)
$203,451

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cornerstone Financial GroupINVESTMENT ADVISOR$8,772$02023
Pcs Retirement LLCCONTRACT ADMINISTRATOR$6,706$02023
Cornerstone Financial GroupINVESTMENT MANA$6,154not reported in the loaded dataset2023

Related Form 5500 pages